Anic Equity¶
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Total return since start: 0.627 %¶
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Equity now: -----------------------------> 49690.3 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43649.73 Kr¶
PnL: ---------------------------------------> -1225.85 Kr¶
DD now: ---------------------------------> -6.457 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 10:45:39.405186'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.030000 | 1515.100000 | 92.100000 | 6.470000 | 1423.000014 |
| Nederman Holding | 1 | -1.420000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Hennes & Mauritz B | 6 | -1.100000 | 914.880000 | 2.880000 | 0.320000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| JM | 7 | 0.740000 | 947.100000 | -2.900000 | -0.310000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.160000 | 987.200000 | -5.800000 | -0.580000 | 993.000000 |
| OX2 | 12 | -0.660000 | 900.600000 | -8.400000 | -0.920000 | 909.000000 |
| Atrium Ljungberg B | 5 | 0.060000 | 894.500000 | -9.500000 | -1.050000 | 904.000000 |
| Biotage | 1 | -3.450000 | 137.100000 | -11.900000 | -7.990000 | 149.000000 |
| Vitrolife | 3 | 0.910000 | 663.000000 | -14.000000 | -2.070000 | 677.000001 |
| Bufab | 3 | 0.110000 | 1060.800000 | -15.200000 | -1.410000 | 1076.000001 |
| AcadeMedia | 20 | -0.950000 | 960.800000 | -17.200000 | -1.760000 | 978.000000 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| BioGaia B | 8 | 0.550000 | 884.800000 | -19.200000 | -2.120000 | 904.000000 |
| Vitec Software Group B | 2 | -2.080000 | 1082.000000 | -22.000000 | -1.990000 | 1104.000000 |
| Latour B | 4 | -1.650000 | 834.000000 | -22.000000 | -2.570000 | 856.000000 |
| Investor B | 3 | -0.330000 | 635.550000 | -22.450000 | -3.410000 | 657.999999 |
| SKF B | 5 | 0.920000 | 957.250000 | -22.750000 | -2.320000 | 980.000000 |
| INVISIO | 15 | -0.210000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Sandvik | 4 | 0.290000 | 820.800000 | -27.200000 | -3.210000 | 848.000000 |
| Sagax B | 4 | -1.470000 | 855.200000 | -29.800000 | -3.370000 | 885.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Byggmax Group | 33 | 0.000000 | 935.880000 | -31.120000 | -3.220000 | 966.999990 |
| Addnode Group B | 7 | -1.580000 | 873.600000 | -31.400000 | -3.470000 | 904.999998 |
| Hoist Finance | 36 | 0.000000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Alimak Group | 12 | -0.620000 | 966.000000 | -41.000000 | -4.070000 | 1007.000004 |
| Hexatronic Group | 15 | -1.410000 | 1029.900000 | -41.100000 | -3.840000 | 1071.000000 |
| EQT | 4 | -2.680000 | 826.400000 | -46.600000 | -5.340000 | 873.000000 |
| Orrön Energy | 170 | -2.940000 | 1994.100000 | -51.900000 | -2.540000 | 2045.999980 |
| Catena | 2 | -0.630000 | 751.600000 | -54.400000 | -6.750000 | 806.000000 |
| HEXPOL B | 8 | -4.250000 | 901.600000 | -55.400000 | -5.790000 | 957.000000 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| Hexagon B | 26 | -0.850000 | 3355.300000 | -64.700000 | -1.890000 | 3420.000012 |
| VEF | 788 | -0.170000 | 1809.250000 | -93.750000 | -4.930000 | 1903.000300 |
| Sedana Medical | 93 | 1.670000 | 2607.720000 | -375.860000 | -12.600000 | 2983.577733 |
| TOTAL | 43649.730000 | -1225.850000 | -6.45713% | 44875.578016 |
Updated:¶
'2023-06-21 10:45:56.051164'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
